International Private Bank- Associate Investment Specialist- LatAm North
Company: JPMorganChase
Location: Miami
Posted on: April 1, 2026
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Job Description:
Description We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to
provide a first-class experience to clients within J.P. Morgan’s
International Private Bank. If you have an entrepreneurial mindset
and are looking to constantly challenge yourself, J.P. Morgan is
the place for you. You will be working alongside a team of talented
colleagues from other markets, businesses and functions to provide
you with the opportunity to take your career to the next level. As
an Investment Specialist in the International Private Bank, you
will provide support to Investors in all facets of their daily
business routine with the ultimate goal of helping Bankers win new
clients in addition to deepening and strengthening existing client
relationships in the LatAm North Market. Job Responsibilities
Support investment reviews with clients to validate the clients'
current investment objectives Prepare recommendations of
appropriate investment products Assist with the development of
investment policy statements and advice on asset allocation Build
excellent working relationships with internal clients Support
coordination of sales effort with Investors Adhere to internal and
external policies and procedures regarding securities transactions
and code of conduct Required Qualifications, Capabilities, and
Skills Fluent in English and Spanish Bachelor’s degree required
Series 7, 66 and Insurance licenses required for position;
unlicensed candidates considered, but required to obtain licenses
within 90 days of start date Capital markets or institutional
brokerage experience Ability to multi-task and manage priorities
effectively Excellent communication skills Strong analytical,
quantitative, and problem-solving skills Preferred Qualifications,
Capabilities, and Skills Coachable professional with good "business
sense" and an energetic/dynamic personality Ability to work both
independently and as a team player Ability to adapt to a rapidly
changing business and technology environment Proficiency with
Microsoft Office Suite (Word, Excel and PowerPoint) and
Internet/Intranet with the ability to learn proprietary software
and databases
Keywords: JPMorganChase, Oakland Park , International Private Bank- Associate Investment Specialist- LatAm North, Accounting, Auditing , Miami, Florida
